Agile Financial Services Specialist

Agile Financial Services Specialist

Overview:

The Agile Financial Services SpecialistBank Teller's primary responsibility is to ensure a superb customer journey by engaging in sales, service, and online communication with both Consumer and Business Banking clientele. They play a crucial role in managing daily branch functions, addressing customer service and sales demands, and coordinating customer meetings to pinpoint requirements and delegate complex issues to suitable staff members.

Key Responsibilities:

• Stimulate customer engagement through informative discussions about Consumer and Business Banking options. Offer personalized suggestions to fulfill unique customer requirements and advocate for the adoption of digital banking features for a seamless banking experience.
• Appointment scheduling and consultations aim to oversee client meetings, whether they are planned or spontaneous, in order to recognize their financial needs and enable a seamless introduction to appropriate banking experts for challenging issues.
• Comply with the bank's sales guidelines and offer clear, customer-focused support.
• Lobby Control: Engage in lobby control by welcoming patrons, handling inquiries, and assuming responsibility for promptly addressing pressing banking matters.
• Support daily branch activities by assisting with customer transactions, resolving overdraft issues, and verifying compliance with internal procedures. Perform required operational tasks as directed.
• Maintain Compliance and Risk Management: Staying informed about Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) protocols. Detect and raise awareness of potential fraud incidents. Confirming compliance with operational and regulatory criteria.
• Customer Resolution: Record and address customer complaints promptly, ensuring precise documentation and appropriate follow-up. Prioritize the efficient and timely resolution of customer concerns.
• Sales Referrals pertain to the process of spotting sales prospects and guiding clients to the right banking collaborators for tailored product resolutions.

Scope of Responsibilities:

• Provide top-notch support and promptly solve customer problems.
• Maximize sales potential and elevate customer engagement within the branch environment.
• Flexibility to handle a range of tasks within the division, such as commencing account openings and managing loan initiation, in addition to resolving issues and conducting transaction processing.
• Exhibit empathy and customer-focus in interactions, adapt to changing requirements, and display expertise in utilizing digital tools effectively when engaging with customers.

Prerequisites in Education and Work Experience:

• Possessing a GED or high school diploma qualification.
• Candidates should have at least one year of experience in retail sales, call center work, customer service, or telesales.
• Proficiency in verbal and interpersonal communication methods.
• Skill in navigating tough customer dialogues and differing customer demands.
• Well-organized with strong time management and prioritization skills.
• Skill in handling stress within a dynamic team environment and maintaining productivity.
• Proficiency in online technological capabilities.

Preferred Qualifications:

• Customizing bilingual capabilities based on branch specifications.
• Established track record in sales performance or generating referrals.
• Physical Requirements:
• Being able to maintain a standing position for a prolonged time.
• Prolonged operation of hands and fingers due to continuous use.
• Capacity to elevate items ranging from light to heavy (5-30 lbs) in weight.
• Talent for deciphering fine print.
• Skill in communicating with customers directly on-site.

Apply Now